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WTR Small-Cap Spotlight
Water Tower Research
186 episodes
7 hours ago
Send us a text In our latest WTR-Small-Cap Spotlight podcast, we welcome back Jack Lu, Director of Corporate Development at Ainos (NASDAQ: AIMD) to discuss key takes from the company's recently reported 3Q25 earnings release. He also dives into Ainos’ latest strategic partnerships with Topco and NEXCOM, its expanding IP moat with seven new patents, and outlines the roadmap for 2026—commercial scale-up, industrial deployments and expansion plans beyond Asia.
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Investing
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All content for WTR Small-Cap Spotlight is the property of Water Tower Research and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Send us a text In our latest WTR-Small-Cap Spotlight podcast, we welcome back Jack Lu, Director of Corporate Development at Ainos (NASDAQ: AIMD) to discuss key takes from the company's recently reported 3Q25 earnings release. He also dives into Ainos’ latest strategic partnerships with Topco and NEXCOM, its expanding IP moat with seven new patents, and outlines the roadmap for 2026—commercial scale-up, industrial deployments and expansion plans beyond Asia.
Show more...
Investing
Business
Episodes (20/186)
WTR Small-Cap Spotlight
Ainos' Director of Corporate Development Jack Lu Discusses the AI Nose Platform' continuing 2025 momentum and Looks Ahead into 2026
Send us a text In our latest WTR-Small-Cap Spotlight podcast, we welcome back Jack Lu, Director of Corporate Development at Ainos (NASDAQ: AIMD) to discuss key takes from the company's recently reported 3Q25 earnings release. He also dives into Ainos’ latest strategic partnerships with Topco and NEXCOM, its expanding IP moat with seven new patents, and outlines the roadmap for 2026—commercial scale-up, industrial deployments and expansion plans beyond Asia.
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8 hours ago
15 minutes

WTR Small-Cap Spotlight
How do UK and US capital markets differ and why do US companies list in London? Inside IPOs, Dual Listings & the New Private Securities Market
Send us a text In this episode of the WTR Small-Cap Spotlight Podcast, Chris Mayo, Head of Primary Markets for the Americas at the London Stock Exchange Group (LSEG), joins host Tim Gerdeman for a deep dive into one of the world’s most influential capital markets. Mayo explains why London remains the #1 listing venue in Europe, how it has become the leading capital-raising market outside of the U.S., China, and India, and why the U.K. attracts high-quality global issuers including from the US...
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8 hours ago
14 minutes

WTR Small-Cap Spotlight
Sulnox Group (SNOXF) CEO on Cutting Costs and Carbon with a Drop-In Innovation
Send us a text On this week's episode of the WTR Small-Cap Spotlight, Ben Richardson, CEO of Sulnox Group (US OTC: SNOXF) (UK ISDX: SNOX), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) the company's patented organic fuel conditioner that improves combustion, reduces fuel costs and emissions, and enhances performance and cleanliness for al...
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1 day ago
21 minutes

WTR Small-Cap Spotlight
The Psychedelic Investment Environment: A New Era of Optimism
Send us a text Hear about the latest dynamic developments in the therapeutic psychedelics sector in our latest WTR Healthcare Happenings x Small-Cap Spotlight crossover episode. Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Robert Sassoon, WTR's Senior Healthcare Analyst, discuss the October's fundraising activity surge; what has contributed to renewed investor confidence; comparisons with the hype-driven cycle of 2021; impact on valuations in the sector; a...
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6 days ago
9 minutes

WTR Small-Cap Spotlight
Ocean Power Technologies (OPTT) Initiation of Coverage Review: "Beyond Power Buoys: OPT’s Strategic Leap into Ocean Intelligence"
Send us a text Tune in to the latest WTR Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Ocean Power Technologies (OPTT) including: 1) how OPT evolved from wave energy solutions to integrated maritime domain awareness, combining renewble power, vehicles, and AI-driven software; 2) key markets like defense, offshore energy, climate research...
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1 week ago
8 minutes

WTR Small-Cap Spotlight
Herbalife’s Transformation: Digital Innovation, Debt Reduction, and Renewed Growth Momentum
Send us a text In this episode of WTR Small-Cap Spotlight, John DeSimone, Chief Financial Officer of Herbalife (NYSE: HLF), joins hosts Shawn Severson and Doug Lane of Water Tower Research to discuss how Herbalife is entering a new era of growth through digital transformation, personalization, and financial discipline. DeSimone details Herbalife’s accelerating global momentum, including its first U.S. sales growth in more than four years, a 40% increase in operating cash flow, and continued d...
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1 week ago
14 minutes

WTR Small-Cap Spotlight
Ocean Power Technologies (OPTT) Initiation of Coverage Review: "Beyond Power Buoys: OPT’s Strategic Leap into Ocean Intelligence"
Send us a text Tune in to the latest WTR Small-Cap Spotlight Flashcast! Join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Senior Energy Transition and Sustainability Analyst, as they discuss Ocean Power Technologies (OPTT) including: 1) how OPT evolved from wave energy solutions to integrated maritime domain awareness, combining renewble power, vehicles, and AI-driven software; 2) key markets like defense, offshore energy, climate research...
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1 week ago
8 minutes

WTR Small-Cap Spotlight
Consumer Hardlines Symposium: Beyond Tariffs — How Leading Furniture Companies Are Positioning for the Next Upcycle
Send us a text In this special WTR Consumer Hardlines Symposium, Shawn Severson, Doug Lane, and the Water Tower Research team host two industry leaders to discuss how furniture and home furnishings companies are managing through tariff volatility, inflationary pressures, and shifting consumer demand as they prepare for the next growth cycle. Iv Culp, President and CEO of Culp, Inc. (NYSE: CULP), shares how the company’s Project Blaze cost optimization initiative—expected to generate $18 milli...
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1 week ago
28 minutes

WTR Small-Cap Spotlight
Solvonis Therapeutics: Redefining Treatment for Alcohol Use Disorder Through Capital-Efficient Innovation
Send us a text In this episode of WTR Small-Cap Spotlight, Anthony Tennyson, CEO and Co-Founder of Solvonis Therapeutics (LSE: SVNS | OTC: SLVNF), joins host Tim Gerdeman, Vice Chair and Co-Founder of Water Tower Research, and analyst Robert Sassoon to discuss the company’s mission to transform care for addiction and mental health disorders. Tennyson shares Solvonis’ journey from inception to its Phase 3 lead program for alcohol use disorder (AUD), which achieved 86% patient sobriety in prior...
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1 week ago
22 minutes

WTR Small-Cap Spotlight
From Powersports to Fintech: Inside Sparta Commercial’s Agoge Pivot
Send us a text In this WTR Small-Cap Spotlight, host Tim Gerdeman and WTR’s James Kisner sit down with Sparta Commercial Services (OTCQB: SRCO) CEO Tony Havens and WeDev Group CEO Eduardo Filho to unpack Sparta’s pivot from powersports/municipal leasing into fintech and private credit. The conversation centers on Agoge, a trade-finance platform that automates onboarding, compliance, and dollar-settled payments for Brazilian importers—covering early traction, risk management, and targeted mile...
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2 weeks ago
30 minutes

WTR Small-Cap Spotlight
Westport Fuel Systems (WPRT) CEO on Strategic Shift and Technology for Low-Cost, Low-Emissions Heavy-Duty Trucking
Send us a text On this week's episode of the WTR Small-Cap Spotlight, Dan Sceli, CEO of Westport Fuel Systems (NASDAQ: WPRT) (TSX: WPRT), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) Westport’s leading position as a supplier of advanced, affordable, low-emission technologies for the global transportation and industrial sectors; 2) how th...
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2 weeks ago
13 minutes

WTR Small-Cap Spotlight
From Africa Oil to Meren Energy: Building a Balanced E&P with Growth, Cash Flow, and Global Partnerships
Send us a text In this episode of WTR Small-Cap Spotlight, Shahin Amini, Head of Investor Relations and Communications at Meren Energy (TSX: MER), joins hosts Tim Gerdeman and Jeff Robertson of Water Tower Research to discuss how Meren’s recent transformation and rebranding reflect its evolution into a full-cycle, cash-generative exploration and production company. Amini details Meren’s high-quality deepwater assets in Nigeria, its carried positions in Namibia and South Africa’s Orange Basin,...
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2 weeks ago
24 minutes

WTR Small-Cap Spotlight
Beyond Cash: How PayRio Modernizes Cannabis & Alt-Med Payments
Send us a text In this WTR Small-Cap Spotlight, host Tim Gerdeman and WTR’s James Kisner sits down with PayRio Founder & CEO Aubrey Amatelli to explore how the company delivers compliant digital payments for cannabis and alternative medicine—from its “Digital Debit” solution that replaces legacy cashless-ATM workflows to a broader roadmap spanning CBD, psilocybin, peptides, and ketamine therapy. The conversation also covers PayRio’s culture (a female-led team bringing “feminine energy” to...
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2 weeks ago
20 minutes

WTR Small-Cap Spotlight
Expanding Global Access: How OTC Markets Is Bringing Investors and Issuers together Worldwide
Send us a text In this episode of the WTR Small-Cap Spotlight Podcast, Jason Paltrowitz, Executive Vice President of Corporate Services at OTC Markets Group, joins hosts Tim Gerdeman, Vice Chair and Co-Founder of Water Tower Research, and Shawn Severson, WTR Co-Founder and CEO. The discussion explores OTC’s expanding global footprint, the surge in cross-border trading activity, and the company’s role in connecting international issuers with U.S. investors. Paltrowitz highlights rising Europea...
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2 weeks ago
23 minutes

WTR Small-Cap Spotlight
FatPipe Networks (FATN): Redefining SD-WAN and Cybersecurity with a Unified Edge Platform
Send us a text In this episode of the WTR Small-Cap Spotlight Podcast, Bhaskar Ragula, CEO and Co-Founder of FatPipe Networks (NASDAQ: FATN), joins hosts Tim Gerdeman and Dr. John Roy to discuss how FatPipe—the inventor of SD-WAN technology—is driving the next evolution of secure networking through innovation, efficiency, and sales expansion.
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2 weeks ago
15 minutes

WTR Small-Cap Spotlight
Building Blockchain Value: Neptune Digital Assets’ Hybrid Model for Sustainable Crypto Growth
Send us a text In this episode of WTR Small-Cap Spotlight, Cale Moodie, CEO and Co-Founder of Neptune Digital Assets (TSXV: NDA | OTCQX: NPPTF), joins host Tim Gerdeman, Vice Chair, Co-Founder, and CMO of Water Tower Research, along with Dr. John Roy, WTR’s Senior Equity Research Analyst. The conversation explores how Neptune blends Bitcoin mining, proof-of-stake staking, and DeFi participation into a unique hybrid model that has kept the company net-income positive through multiple crypto cy...
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2 weeks ago
16 minutes

WTR Small-Cap Spotlight
NurExone Biologic's Revolutionary Approach to Nerve Regeneration
Send us a text In this episode of WTR Healthcare Happenings, host Tim Gerdeman and WTR’s Robert Sassoon speak with Dr. Lior Shaltiel, CEO of NuroExone Biologic (OTCQB: NRXBF/TSXV: NRX), an early-stage regenerative therapy developer, along with the company’s Founder, VP Business Development & Active Chairman, Yoram Drucker to talk about NurExone's novel regenerative exosome-based therapies development pipeline for central nervous system injuries, led by spinal cord and optic nerve injuries...
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3 weeks ago
16 minutes

WTR Small-Cap Spotlight
New Flashcast: AI Industry Primer — 50 Under-Covered Companies & Where Value’s Being Created
Send us a text In our latest WTR Small-Cap Spotlight Flashcast, WTR's Shawn Severson and James Kisner break down James’s AI Industry Primer—how the team selected 50 under-covered names, the AI Centricity Score, and 11 application areas. The conversation highlights where the most market value has accrued (notably infrastructure/platforms and quantum) as well as specialized workflow owners — and what the data says about the relationship between "AI Centricity" and returns.
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3 weeks ago
11 minutes

WTR Small-Cap Spotlight
PharmAla Biotech’s CEO Nick Kadysh On Psychedelics, the FDA, and PharmAla’s Strategic Approach Post-Lykos CRL
Send us a text In this episode of Small Cap Spotlight x WTR Healthcare Happenings podcast, WTR's Tim Gerdeman, and Robert Sassoon welcomes back Nick Kadysh, Founding CEO and President of PharmAla Biotech (OTCQB: MDXXF). The discussion explores the evolving global regulatory environment for psychedelics—particularly MDMA—the ripple effects of the Lykos Therapeutics FDA Complete Response Letter (CRL) disclosures, and PharmAla’s strategic approach to research, manufacturing, and commercializatio...
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3 weeks ago
20 minutes

WTR Small-Cap Spotlight
CapCO2 Solutions CEO on What Makes Green Methanol a Game-Changer for Midwest Ethanol and its Role in Supporting SAF
Send us a text On this week's episode of the WTR Small-Cap Spotlight, Jeff Bonar, Chief Executive Officer of privately held CapCO2 Solutions, joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) how CapCO2 Solutions uses biogenic CO2 captured from ethanol biorefineries and intermittent wind power to produce low-cost, high volume green methanol; ...
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4 weeks ago
22 minutes

WTR Small-Cap Spotlight
Send us a text In our latest WTR-Small-Cap Spotlight podcast, we welcome back Jack Lu, Director of Corporate Development at Ainos (NASDAQ: AIMD) to discuss key takes from the company's recently reported 3Q25 earnings release. He also dives into Ainos’ latest strategic partnerships with Topco and NEXCOM, its expanding IP moat with seven new patents, and outlines the roadmap for 2026—commercial scale-up, industrial deployments and expansion plans beyond Asia.